Sales Order Processing (SOP)

You currently have tabs called order details, delivery & invoicing, analysis codes, and payment with order. It would also be useful to have a notes tab within the customers order to enable you to add additional information to refer to.

We use the purchase order authorisation feature in Sage 200 but need an equivalent system to authorise Sales Orders before orders are put into manufacture in our factory. We currently have to do this manually on paperwork in the absence of a Sage ...

The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...

We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...

When a customer order number is required but users forget or just skip past it. Would like an "Customer Document number mandatory" tick box in settings so that you can't save unless one is entered.

When copying a Sales Order from a previous Sales Order, all the details are copied across including the nominal codes, then all you have to do is adjust the quantities. However, if you do the same with an Invoice, the customer details and quantiti...

When using the move up and move down function on orders, when you come to print the documents because the lines are not renumbered they print out in the original sort order.

This would help blank out the days when we know we are unable to ship

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

In New Sales Return, when selecting to "Copy Order", only order lines with quantities that have been despatched should be copied. This is to prevent a return of an item or quantity that has not yet been despatched.